CODEVERLY / DIGITAL SERVICES
Process automation and integrations.
Connect the tasks that currently require copying information between tools. We design automations with a clear input, rule and outcome that your team can review.
Tell us what you need- 01Receive information
- 02Apply a rule
- 03Review the result
We shape the experience and process around your business.
Start with a recurring process
Useful automation starts with a specific task: recording a request, notifying its owner or preparing a document. We review incoming information, who needs to act and what happens when something is missing. This defines a manageable journey and a way to check whether the connection solves the original problem.
Examples of connected workflows
- A website form that creates a CRM opportunity and notifies the team.
- A request or order that starts a project with an assigned owner.
- Reminders based on process statuses and dates.
- Preparing documents from recorded information.
- Importing or exporting data in an agreed format.
- Assistants that draft content or help find information.
Integrations with the tools you already use
Before committing to an integration, we review documentation, available APIs, access and platform limits. We also define where the main record is kept and how duplicates are prevented. External subscriptions and usage charges are itemised separately.
AI with a defined role and review process
We can explore assistants for specific questions, information classification or drafting replies and documents. We agree on sources, permitted data and tasks needing human review. AI is considered when it adds a useful function to the process, with testing and validation criteria.
What happens when a connection fails
An automation needs to know when to stop and how to alert the team. We agree on checks, notifications and how incomplete cases are reviewed. Launch includes tests with representative examples; ongoing monitoring is defined in the support scope.
Automation questions.
Do I need to replace all my tools?
It depends on what each platform supports. We can connect existing systems or build a custom component when the agreed workflow needs it.
Can an automation send messages without review?
We can define automatic steps and steps that require approval. The choice depends on the message, its recipients and your business rules.
What information do you need to assess the project?
An example of your current process, its tools, the information being transferred and the expected result. We also review access, volumes and situations that should remain pending for review.